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2017EDITIONOur Disclosure Forms
Form ADV Part 2A as filed with the SEC .............................................2
Form ADV Part 2B as filed with the SEC ...........................................
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How to fill out our disclosure forms
How to fill out our disclosure forms
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To fill out our disclosure forms, follow these steps:
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Start by reading the instructions provided with the form. This will give you a clear understanding of what information needs to be disclosed.
03
Gather all the necessary documents and information that are required for the disclosure.
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Begin filling in the form by entering your personal details such as name, address, and contact information.
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Submit the form through the designated channel or to the concerned party as instructed.
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Who needs our disclosure forms?
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Our disclosure forms are typically required by individuals, organizations, or entities who need to provide or disclose certain information. This may include:
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- Employees of a company or organization who need to disclose financial interests, conflicts of interest, or other relevant information.
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- Individuals applying for a professional license where disclosure of certain background information is mandatory.
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- Contractors or vendors who are required to disclose their financial status, business relationships, or other relevant details.
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- Individuals or organizations involved in legal proceedings where disclosure of information is necessary for the case.
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What is our disclosure forms?
Our disclosure forms are official documents that require individuals to disclose any relevant financial information.
Who is required to file our disclosure forms?
Individuals who hold positions of authority or decision-making power within the organization are required to file our disclosure forms.
How to fill out our disclosure forms?
Our disclosure forms can be filled out online or manually, and require individuals to provide detailed information about their financial assets and liabilities.
What is the purpose of our disclosure forms?
The purpose of our disclosure forms is to promote transparency and accountability within the organization by ensuring that potential conflicts of interest are identified and addressed.
What information must be reported on our disclosure forms?
On our disclosure forms, individuals must report any financial interests, investments, debts, gifts, or other sources of income.
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